See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,227 | $104,974-91.2% | $95,585-90.3% | $142,382-93.5% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.1%-53.9pp | 80.1%-61.9pp |
| Annual return | 19.38% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $309 | $4,352-92.9% | $4,023-92.3% | $6,507-95.3% |
| Admin fee / account holder | $16 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |